Top 1884 Finance Jobs in Canoga Park Ca

Financial Advisor
Tamar Securities LLC —Woodland Hills, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Excel
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Advisor
Beer Financial Group —Woodland Hills, CA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Care Specialist
HRC Fertility Management —Encino, CA
- $23 - $25 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Quick Apply
9d
Controller
Confidential —Woodland Hills, CA
- $100,000 - $115,000 a year
- Full-time
- Management
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
Finance and Insurance Specialist - West
JM Family Enterprises —California
- $49,920 - $124,163 a year
- Full-time
- Dealership
- Mid-level
- Travel
- Profit sharing
- Health insurance
Automotive Finance Manager
Van Nuys CDJR Dealership —Van Nuys, CA
- $78,650 - $170,000 a year
- Full-time
- Sales
- Dealership
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Finance Assistant
Hometown Remodeling —Woodland Hills, CA
- $22 - $25 an hour
- Full-time
- Office
- Administrative experience
- In-person
Quick Apply
4d
Finance & Accounting Consultant - Real Estate
Conexus —Santa Monica, CA
- $85 - $105 an hour
- Temporary
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Senior Financial Planning & Analysis
Confidential —Chatsworth, CA
- $42 - $44 an hour
- Full-time
- Hybrid work
- Background check
- 5 years
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Financial Specialist
Unique Home Builders —Encino, CA
- $5,000 a month
- Full-time
- Spanish
- English
- Mid-level
Quick Apply
Jr. Underwriter Assistant - Encino, CA
Bass Underwriters, Inc —Encino, CA
- From $31.25 an hour
- Full-time
- Customer service
- Research
- Office
- Paid holidays
- Disability insurance
9d
ERP Functional Business Analyst â Finance
CGI Group, Inc. —Los Angeles, CA
- $98,500 - $172,400 a year
- Full-time
- 5 years
- ERP systems
- Mid-level
- Paid parental leave
- Paid holidays
2d
Special Agent: Accounting/Finance Background
Federal Bureau of Investigation —Los Angeles, CA
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
4d
HR / Finance Assistant
UCLA —Los Angeles, CA
- $30.36 - $43.49 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Travel reimbursement
12d
Financial Analyst
Pepperdine University —Calabasas, CA
- $76,500 - $80,000 a year
- Full-time
- Oracle
- Mid-level
- Office
10d
Financial and Operations Lead Analyst
California State University —Northridge, CA
- Weekends as needed
- Background check
- Mid-level
- Office
- COVID-19 protective measures
- Health insurance
Part Time Associate Banker Ventura Valley East (30 hours)
JPMorganChase —West Hills, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
4d
Foundation Financial Analyst (CSUN Only)
California State University —Northridge, CA
- Weekends as needed
- Hybrid work
- Background check
- Mid-level
- Office
- COVID-19 protective measures
- Health insurance
3d
Financial Services Officer I
Logix Federal Credit Union —Woodland Hills, CA
- $45,000 - $125,000 a year
- Full-time
- Communication skills
- Entry level
- Opportunities for advancement
Credit Trainee
Ferguson Enterprises, LLC —Van Nuys, CA
- $26.17 - $39.24 an hour
- Full-time
- Sales
- Residential
- Presentation skills
- Paid parental leave
- Health insurance

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finance jobs near canoga park ca

Financial Advisor

Tamar Securities LLC
Woodland Hills, CA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year
11 days ago

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Customer relationship building
Bachelor of Science
Research
Series 7
Client retention
Organizational skills
Financial goal setting advisory services
Productivity software
Account management
Financial data analysis tools
Series 63

Full Job Description

Overview
We’re looking for Professionals who are ready and determined to start a new career (where the sky’s the limit). If you are a Professional with a track record of success, you will want to join our rapidly growing firm. We are looking for Leaders who are self-driven, self-motivated with have relationship skills. Must be committed to establishing long term relationships with their clientele.

Your compensation package is based on your dedication and hard work which will reflect from your performance. You have unlimited earning potential. You are in charge of your destiny.

Duties

Assess clients’ financial needs, goals, and risk tolerance through detailed consultations
Develop comprehensive financial plans covering investments, retirement, estate planning, and insurance options
Recommend appropriate financial products and services using advanced financial software tools
Monitor clients’ portfolios regularly, making adjustments to optimize performance and meet evolving objectives
Educate clients on market trends, investment strategies, and financial best practices to foster informed decision-making
Maintain accurate records of client interactions, transactions, and plan updates in compliance with regulatory standards
Stay current with industry regulations, market developments, and new financial software features to enhance service delivery

Skills

Strong understanding of financial planning principles and investment strategies
Proficiency with financial software platforms for analysis, reporting, and client management
Excellent interpersonal skills with the ability to build trust and rapport quickly
Ability to explain complex financial concepts clearly and confidently
Detail-oriented with strong organizational skills for managing multiple client accounts
Active listening skills to identify client needs accurately and tailor solutions effectively
Commitment to ongoing professional development through certifications or industry training

REQUIREMENTS

Three Years Prior Experience of Asset Gathering, Research, Analysis, and Relationship Management
Series 65 & 63 (7 & Agent of Life Insurance optional); Must have a Clean U4
Skilled in Microsoft Office, Excel and Adaptive to Other Proprietary Computer Programs
BS/BA Degree Recommended

Join us in making a positive impact on clients’ lives by providing expert financial advice that inspires confidence and fosters long-term success. We value energetic professionals who are eager to grow their careers while helping others achieve their dreams!

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in canoga park ca

Financial Advisor

Financial Advisor

Financial Care Specialist

Controller

Finance and Insurance Specialist - West

Automotive Finance Manager

Finance Assistant

Finance & Accounting Consultant - Real Estate

Senior Financial Planning & Analysis

Financial Specialist

Jr. Underwriter Assistant - Encino, CA

ERP Functional Business Analyst â Finance

Special Agent: Accounting/Finance Background

HR / Finance Assistant

Financial Analyst

Financial and Operations Lead Analyst

Part Time Associate Banker Ventura Valley East (30 hours)

Foundation Financial Analyst (CSUN Only)

Financial Services Officer I

Credit Trainee

I want to receive the latest job alert for finance in canoga park ca

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